Registering a new account
Canceling or Deleting CaseFox Account
To cancel your account, please login to your CaseFox account then click on "Settings/Tools/Reports" located in the upper right corner. Then click on "Payment Options" in the list on the left. On the right side, click on the "Delete My Account" ...
I can't figure out how to use CaseFox
Ease of use was our primary design criteria when we designed CaseFox. Please visit Getting Started for instructions. If this page doesn't answer all your questions, we would love to get an email/phone call from you. We are always looking for feedback ...
Can I import my client list?
Yes. You can import your client list via a CSV or vCard file. Please see http://www.casefox.com/web/importclients.html for more details or contact us. If you have your client list that is not formatted according to the instructions, you may also send ...
Can I export my client list?
Yes. You will find the export client link on the dashboard. You may also export all time tracking and expense data.
Do I need to install any software on my computer?
No. However, if order to view PDF invoices that CaseFox generates, you will need the free PDF viewer (even without this viewer, you can still generate and email pdf invoices to your clients through CaseFox).
How to I upgrade to a paid plan?
The system will tell you when you exceed the free plan limits and will guide you to the payment page. You may also visit "Settings/Reports" link to upgrade to a paid plan.
Does the free plan come with less features?
No. From features point of view, the free plan is exactly the same as a paid plan (except a limit of the number of cases/users).
Is there a time restriction for the free account?
No, you can keep using your free account until you exceed the case/user limits.
What does it mean by "CaseFox is a multi-user system"?
CaseFox enables you to create separate logins for your staff members and contract employees. You can assign different types of roles when you create these users to limit what they can see and do. You can disable/enable/delete these accounts. Please ...
Will I be getting pesky sales call after signing up?
Absolutely not. If you notice, to make our potential clients more comfortable, we don't ask for a phone number. You may receive occassional emails from us. We will be contacting you from time to time to let you know about new features, tips/tricks, ...
Why do I need to enter so much information?
We need your firm name/address and one user information so that you can start using CaseFox immediately after signing up. No other information is required for you to start tracking time, expenses and case notes (and generating invoices). Entered ...
Popular Articles
How to create a tag?
Login -> Settings -> Manage -> Tags -> Add Tags 1. Log in to CaseFox. 2. In the navigation bar, click on the "Settings" tab. 3. Select the "Manage" from the list. 4. Under Manage, select the "Tags" option. 5. You will be redirected to a new window ...
How To Get Questions Answered
1. If your question is related to your data, please click on "Add Ticket" link to send the question to us. 2. If your question relates to general use and if you believe the answer may be helpful to other users, please click on "Forums" link in the ...
Vendor Management /Account Payable
In addition to timekeeping and invoicing features, CaseFox can also be used for maintaining and managing your vendor data, vendor invoices, and payments. Accounts payable is money owed by you to your vendors. CaseFox keeps track of your account ...
Client Intake Form
This feature is only available in the new UI. You may create or customize your own client intake form or contact us form and post the URL on your firm's website to enable visitors to send your queries. Submitted data will be available in your CaseFox ...
Editing Invoice
An invoice can be edited simply by editing notes (time/expense entries). Alternatively, the invoice may be deleted and recreated. After editing one or more notes that were previously added to the invoice, simply download the invoice again. No other ...